BAKER BROS. ADVISORS LP
Institutional investor · Portfolio as of Q3 2020
Top Holdings120 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SEAGEN INC | 47.3M | $9.3B | 37.0% | — | — | 1 qtr | New 98 |
BEIGENE LTD-ADR | 13.3M | $3.8B | 15.2% | $149.13 | +88.74% | 7 qtrssince 2019-Q1 | Increased 70 |
INCYTE CORP | 32M | $2.9B | 11.5% | $86.02 | +1.64% | 7 qtrssince 2019-Q1 | Increased 62 |
ACADIA Pharmaceuticals Inc. | 41.9M | $1.7B | 6.9% | $27.58 | +46.50% | 7 qtrssince 2019-Q1 | Unchanged 0 |
ALEXION PHARMACEUTICALS INC | 8.8M | $1B | 4.0% | — | — | 7 qtrssince 2019-Q1 | Unchanged 0 |
Kodiak Sciences, Inc. | 12.4M | $731.4M | 2.9% | $22.02 | +169.13% | 7 qtrssince 2019-Q1 | Increased 58 |
BIOMARIN PHARMACEUTICAL INC | 7.6M | $577.4M | 2.3% | $88.83 | -14.44% | 7 qtrssince 2019-Q1 | Unchanged 0 |
ASCENDIS PHARMA A/S | 3.5M | $546.3M | 2.2% | $119.16 | +27.77% | 7 qtrssince 2019-Q1 | Increased 56 |
INVITAE CORP | 11.9M | $513.7M | 2.1% | — | — | 7 qtrssince 2019-Q1 | Unchanged 0 |
MYOKARDIA INC | 3M | $410.3M | 1.6% | — | — | 7 qtrssince 2019-Q1 | Decreased 0 |
PRELUDE THERAPEUTICS INC | 10.1M | $304.9M | 1.2% | $28.84 | 0.00% | 1 qtr | New 71 |
ARGENX SE - ADR | 1M | $267.7M | 1.1% | $124.84 | +110.29% | 7 qtrssince 2019-Q1 | Unchanged 0 |
MIRATI THERAPEUTICS INC | 1.4M | $234.1M | 0.9% | — | — | 7 qtrssince 2019-Q1 | Unchanged 0 |
IGM BIOSCIENCES INC | 3.1M | $232.1M | 0.9% | — | — | 5 qtrssince 2019-Q3 | Increased 43 |
EXACT SCIENCES CORP | 1.8M | $188.2M | 0.8% | $91.87 | — | 4 qtrssince 2019-Q4 | Unchanged 0 |
MADRIGAL PHARMACEUTICALS INC | 1.5M | $178M | 0.7% | $113.12 | +5.39% | 7 qtrssince 2019-Q1 | Increased 43 |
Amarin Corporation plc | 32M | $134.8M | 0.5% | — | — | — | — |
HERON THERAPEUTICS INC | 6M | $88.8M | 0.4% | $23.47 | -36.76% | 7 qtrssince 2019-Q1 | Decreased 0 |
FORMA THERAPEUTICS HLDGS INC | 1.8M | $88.3M | 0.4% | — | — | 2 qtrssince 2020-Q2 | Decreased 0 |
CERUS CORP | 13.7M | $85.8M | 0.3% | $5.89 | +7.76% | 7 qtrssince 2019-Q1 | Unchanged 0 |
BAKER BROS. ADVISORS LP manages $25B across 120 positions as of Q3 2020. Top holdings: SGEN (37.0%), ONC (15.2%), INCY (11.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 14 new positions, 8 exits, 16 increased. Top move: SGEN (NEW, conviction 98). Portfolio: $25.0B across 120 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer